SUNOCO LP/SUNOCO FIN CORP

$SUN
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Smart money positioned

7 of the Top-200 alpha managers hold $SUN as of the latest 13F snapshot.

13F holders
289
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$SUN is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.00%, with an average of 0.50% of portfolio. Largest holder: Barnett & Company, Inc. at 2.00%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Barnett & Company, Inc.
2.00% NEW
α +12.6pts
02
ELCO Management Co., LLC
0.84% NEW
α +10.8pts
03
Linscomb Wealth, Inc.
0.10% NEW
α +32.6pts
04
Cypress Capital Group
0.06% held
α +12.6pts
05
Citigroup Inc.
0.01% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 289 · Source: 13F-HR
01
Makena Capital Management LLC
7.54% of portfolio
24,671,391 sh
02
Achmea Investment Management B.V.
0.28% of portfolio
3,226,334 sh
03
Old Well Partners, LLC
4.04% of portfolio
2,055,754 sh
04
Banyan Capital Management, Inc.
—
1,238,064 sh
05
Financial Gravity Companies, Inc.
4.27% of portfolio
1,131,644 sh
06
IDG China Venture Capital Fund IV Associates L.P.
4.40% of portfolio
972,935 sh
07
Palisades Hudson Asset Management, L.P.
0.23% of portfolio
894,358 sh
08
Brightline Capital Management, LLC
—
877,200 sh
09
New Mexico Educational Retirement Board
1.46% of portfolio
816,233 sh
10
Harrington Investments, INC
1.99% of portfolio
722,954 sh
See all 289 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SUN in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SUN in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:51 UTC.